Integrations.
Connect AgentTech Dialer to any third-party application with the full REST API and the built-in automations engine. Sync data, trigger workflows, and keep every system aligned without manual exports.
Integrate with any third-party application. No vendor lock-in, no manual exports.
Three ways to connect
Use the REST API and automations to sync data, trigger workflows, and connect your stack.
Full REST API
Build direct integrations to sync leads, campaigns, dispositions, compliance data, and reporting into your systems.
Automations
No-code workflows that react to dialer activity: new lead, call completed, appointment set, compliance flag, and more.
Two-way sync
Push dialer outcomes out and pull updates back in, on a schedule or in real time.
Common integration use cases
Automate the handoffs between your dialer and the rest of your business.
CRMs and lead systems
Keep lead ownership clean and eliminate double entry with bi-directional sync.
- Import new leads automatically
- Update statuses and dispositions after calls
- Sync appointments and follow-ups
- Keep notes and outcomes consistent
Notifications and collaboration
Put the right event in front of the right person the moment it happens.
- Alert managers when high-value leads call in
- Route compliance escalations to the right team
- Send real-time performance notifications
- Create internal tickets and tasks automatically
Analytics and BI
Feed the dashboards your leadership already uses.
- Push call outcomes to your dashboards
- Track conversion rates across campaigns
- Monitor agent performance and QA metrics
- Export compliance reporting data as needed
Operations automation
Remove the handoffs between the dialer and the rest of the business.
- Create leads and tasks from inbound events
- Trigger follow-up sequences based on outcomes
- Keep systems synced on a schedule or in real time
- Build custom workflows without writing code
Events you can react to.
Every one of these is available as a webhook and as an automation trigger.
- lead.createdA lead arrives from a form, a publisher, or an import.
- call.completedRecording, transcript, and disposition are ready.
- disposition.setAn agent marks the outcome of a call or text.
- appointment.setA callback or enrollment appointment is booked.
- compliance.flaggedScoring finds a missing disclosure or risk indicator.
- sale.recordedA policy is sold and enters Commissions.
FAQs
Integration questions
Do I need a developer to integrate?
Not for most things. The automations engine is no-code: pick a trigger such as call completed or appointment set, add conditions, and choose actions like send a webhook, create a task, or update a field. Developers use the REST API when they want full control.
Which CRMs can I connect?
Any CRM with an API or webhook support. Because AgentTech includes its own insurance CRM, most agencies use the integration to push outcomes to an agency management system or a carrier portal rather than to replace the dialer's CRM.
Can integrations run in real time?
Yes. Webhooks fire within seconds of the event. Scheduled syncs are available for systems that prefer batch updates.
Is there an extra charge?
No. The API, webhooks, and automations are included in the $50 seat.
Something else? Contact us
Need an integration?
If your team uses a third-party application, you can connect it to AgentTech Dialer with the REST API and automations.